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Portfolio (Quarterly) Guide ↗

GeoWealth Management, LLC

· CIK 0001593387
13F Portfolio $3.2B AUM 987 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 114 New 416 Added 310 Reduced 85 Exited
Page 17 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SCHR SCHWAB STRATEGIC TR 14,017.0 $346K 0.01% +6K +74.9% $24.66 -0.9%
322 PPI INVESTMENT MANAGERS SER TR I 16,156.0 $344K 0.01% +676.0 +4.4% $21.29 +1.0%
323 TDG TRANSDIGM GROUP INC Industrials 255.0 $343K 0.01% +12.0 +4.9% $1343.64 -11.7%
324 BBY BEST BUY INC Consumer Cyclical 4,436.0 $337K 0.01% +124.0 +2.9% $75.90 +10.1%
325 WMB WILLIAMS COS INC Energy 4,499.0 $334K 0.01% +215.0 +5.0% $74.34 -0.2%
326 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,619.0 $334K 0.01% +13.0 +0.8% $206.09 +2.4%
327 VCLT VANGUARD SCOTTSDALE FDS 4,316.0 $325K 0.01% +56.0 +1.3% $75.25 -3.5%
328 FLSP FRANKLIN TEMPLETON ETF TR 11,673.0 $323K 0.01% +1K +11.7% $27.69 +2.5%
329 DISV DIMENSIONAL ETF TRUST 8,013.0 $322K 0.01% +941.0 +13.3% $40.13 +11.7%
330 BSV VANGUARD BD INDEX FDS 4,123.0 $321K 0.01% +133.0 +3.3% $77.90 -0.3%
331 RSG REPUBLIC SVCS INC Industrials 1,500.0 $319K 0.01% +39.0 +2.7% $212.81 +3.0%
332 KB KB FINL GROUP INC Financial Services 3,008.0 $316K 0.01% +850.0 +39.4% $105.07 +15.5%
333 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,876.0 $315K 0.01% +649.0 +10.4% $45.83 +3.6%
334 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,671.0 $315K 0.01% +49.0 +3.0% $188.41 -19.8%
335 CAG CONAGRA BRANDS INC Consumer Defensive 23,375.0 $315K 0.01% +4K +18.9% $13.46 +19.0%
336 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 5,890.0 $314K 0.01% +3K +95.6% $53.37 +14.9%
337 GPC GENUINE PARTS CO Consumer Cyclical 2,636.0 $311K 0.01% +39.0 +1.5% $117.98 +15.9%
338 AYI ACUITY INC Industrials 825.0 $311K 0.01% +66.0 +8.7% $376.46 -9.2%
339 FTA FIRST TR EXCHANGE-TRADED ALP 3,197.0 $309K 0.01% +130.0 +4.2% $96.79 +6.7%
340 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,166.0 $307K 0.01% +47.0 +1.5% $96.88 +5.7%
Page 17 of 21  ·  416 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 16.4%
Real Estate 11.2%
Healthcare 9.4%
Communication Services 7.3%
Consumer Cyclical 7.1%
Industrials 6.5%
Consumer Defensive 3.8%
Utilities 2.1%
Energy 2.0%